Senior Gift Planning Advisor
Duke Clinical Research Institute
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Job summary
Duke University is seeking an Associate Director of Gift Planning to advise Duke Alumni Engagement & Development on complex gifts and endowment agreements. The role collaborates with attorneys, accountants, and financial advisors to promote charitable giving strategies and draft supporting materials for prospects and donors.
The position requires strategic fundraising expertise, strong communication, and the ability to travel across regions.
Qualifications
- Bachelor's degree required; JD, CFP, CPA or advanced degree preferred.
- Seven years' experience in legal or accounting, alumni affairs, public relations, fund raising, sales and marketing, or related field.
- Equivalent combination of education and/or experience accepted.
Responsibilities
- Develop and manage a portfolio of gift planning prospects and donors, advising on current and deferred gifts.
- Collaborate with Duke school units, attorneys, accountants and advisors to promote gift planning strategies.
- Assist with stewardship events, publications, and ensuring compliance with policies and regulations.
- Travel locally, regionally and nationally; participate in occasional evening and weekend activities.
Skills
Education
Job description
Duke University is seeking an Associate Director of Gift Planning to advise Duke Alumni Engagement & Development on complex gifts and endowment agreements. The role collaborates with attorneys, accountants, and financial advisors to promote charitable giving strategies and draft supporting materials for prospects and donors.
The position requires strategic fundraising expertise, strong communication, and the ability to travel across regions.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
